Director, Finance

Position: Director, Finance
Organization: United Way Greater Triangle
Location: Hybrid – Orange, Durham, Wake, and Johnston Counties, NC
Salary: $100,000 to $120,000/year + generous benefits (medical, dental, 403b match, hybrid schedule)

About United Way Greater Triangle (UWGT)
United Way Greater Triangle (UWGT) connects people and resources to community-driven solutions that create lasting impact. We invest in effective programs, convene partners across sectors, and amplify the work of nonprofits that strengthen families and communities across Durham, Johnston, Orange, and Wake counties.

Position Overview 

The Director, Finance is a senior finance leader responsible for ensuring the financial integrity, compliance, and operational excellence of United Way Greater Triangle. Reporting to the CEO, the Controller oversees all accounting operations and directly manages the Senior Manager of Finance, leading a team that supports UWGT’s complex funding streams, community investments, and public–private partnerships.  This position is both managerial and hands-on. 

This role balances technical accounting leadership, people management, and strategic partnership, ensuring UWGT has the financial systems and controls needed to responsibly steward donor, government, and community resources. 

Why This Role Matters 

The Director, Finance ensures UWGT has the financial strength, discipline, and transparency required to responsibly steward millions of dollars in community investment. This role is essential to sustaining trust, enabling innovation, and supporting UWGT’s long-term impact across the Greater Triangle. 

Key Responsibilities 

Financial Operations & Accounting Oversight 

Direct, coordinate, and develop a finance team including two direct reports, with primary supervision Senior Manager of Finance and Manager, Accounts Receivable

Oversee all accounting functions, including accounts payable, accounts receivable, payroll, general ledger, cash receipts, and reconciliations 

Ensure accurate and timely execution of month-end and year-end close processes 

Review and approve journal entries, account reconciliations, and supporting schedules 

Ensure accounting practices align with GAAP and nonprofit accounting standards 

Develop an understanding of our systems (Financial Edge + Andar) for accuracy and reporting. 

Financial Reporting & Board Support 

Prepare, review, and present monthly and quarterly financial statements, cash flow reports, and variance analyses for executive leadership and the Board of Directors 

Ensure reporting accuracy for restricted funds, grants, and contracts 

Partner with leadership to translate financial data into clear, decision-ready insights for non-financial stakeholders 

Payroll, Cash Flow & Treasury Management 

Review and release bi-monthly payroll in coordination with a third-party payroll provider 

Oversee cash flow management, forecasting, and liquidity planning 

Manage treasury functions, including bank relationships and payment authorization controls 

Ensure appropriate segregation of duties and approval thresholds for disbursements 

Budgeting, Forecasting & Financial Planning 

Develop, track, and inform the CEO of cash forecasting with a strong understanding of our revenue and expenses. 

Lead preparation and presentation annual operating budget and organizational forecasts 

Monitor budget performance and recommend course corrections as needed 

Support multi-year financial planning tied to UWGT’s strategic priorities and growth initiatives 

Partner with program and development teams to ensure budgets reflect funding restrictions and timelines 

Audit, Compliance & Regulatory Reporting 

Serve as primary liaison to external auditors and lead the annual financial audit 

Ensure timely and accurate filing of required tax and regulatory documents, including: 

Charitable Solicitation License 

IRS Form 990 

Form 5500 

1099 filings 

Sales tax and other required filings 

Oversee month-end and year-end financial reporting and documentation 

Policies, Controls & Risk Management 

Develop, implement, and enforce financial policies and procedures 

Strengthen internal controls to safeguard organizational assets and mitigate risk 

Identify and proactively manage financial and compliance risks 

Performance Management & Continuous Improvement 

Establish and monitor financial benchmarks and KPIs to assess organizational health 

Lead continuous improvement efforts to enhance efficiency, scalability, and accuracy 

Coach and develop finance staff, building a culture of accountability, service, and learning 

Cross-Functional Partnership 

Collaborate with Philanthropy, Outreach, and Program teams to support: 

Government contracts 

Philanthropic grants 

Donor-restricted funds 

Pooled and collaborative funds 

Serve as a trusted financial partner in UWGT’s community investments

What Your First Year Will Look Like -Performance Scorecard 

Financial Operations 

Month-end close completed consistently within established timelines 

Clean audit with no material weaknesses 

Accurate, timely financial statements delivered to leadership and Board 

Compliance & Risk 

100% on-time filing of all regulatory and tax requirements 

Strengthened internal controls documented and implemented 

Clear documentation for all grant and contract compliance requirements 

Budgeting & Planning 

Annual budget completed on time with clear alignment to strategic priorities 

Quarterly forecasts reflect realistic revenue and expense projections 

Improved visibility into cash flow and restricted fund balances 

People & Team Leadership 

Senior Manager of Finance meeting performance goals 

Clear role clarity, documentation, and cross-training within finance team 

Improved internal customer satisfaction with finance support 

Strategic Partnership 

Program and Development teams report increased clarity and confidence in financial reporting 

Finance function viewed as a strategic partner, not just a compliance function 

Application Process

To apply, please submit your résumé and a brief cover letter describing your experience to jobs@unitedwaytriangle.org.

United Way Greater Triangle is an equal opportunity employer. We strive to create a welcoming environment, enable success for all, and promote fairness, respect, and collaboration across our team and in the communities we serve.

United Way Greater Triangle is committed to fostering an inclusive and equitable organization that strives for equal opportunity in all its endeavors. We aim to create a welcoming environment, enable success for all, promote fairness, civility, and respect, and honor the diverse voices within our organization and the Greater Triangle community.